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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $585,053 | $102,663+469.9% | $86,216+578.6% | $139,466+319.5% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 17.66% | 1924.52%-1906.9pp | 1169.42%-1151.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $909 | $3,035-70.1% | $2,382-61.8% | $4,754-80.9% |
| Participant deferral / active EE | $1,006 | $4,677-78.5% | $3,986-74.8% | $6,712-85.0% |
| Admin fee / account holder | $24,442 | $8,663+182.1% | $6,853+256.6% | $11,409+114.2% |